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Clearstead Advisors’s ePlus PLUS Stock Holding History

Clearstead Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83K Buy
+22
New +$1.83K ﹤0.01% 2515
2025
Q4 		– Sell
-36
Closed -$2.56K – 3141
2025
Q3 		$2.56K Buy
36
+26
+260% +$1.83K ﹤0.01% 2379
2025
Q2 		$721 Buy
+10
New +$658 ﹤0.01% 2462

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clearstead Advisors's PLUS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in ePlus (PLUS) in Q2 2026: 22 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #2515 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PLUS as recently as Q3 2025.

Clearstead Advisors first reported a position in PLUS in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.56K in Q3 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Clearstead Advisors held 22 shares of ePlus worth $1.83K as of Q2 2026.
  • ePlus was a new Clearstead Advisors position in Q2 2026.
  • ePlus made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2515 holding.
  • Clearstead Advisors first reported a position in ePlus in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's ePlus position peaked at $2.56K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.